Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 754 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
11,425
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
11,223
shares
|
$1.72 Million
0.11% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
11,080
shares
|
$1.7 Million
0.77% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
11,015
shares
|
$1.69 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
10,965
shares
|
$1.68 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
10,920
shares
|
$1.67 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10,451
shares
|
$1.6 Million
0.57% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
10,187
shares
|
$1.56 Million
0.18% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
10,178
shares
|
$1.56 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
10,064
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 58.3%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
10,043
shares
|
$1.54 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
10,025
shares
|
$1.54 Million
0.62% of portfolio
|
Q2 2023
Added 0.25%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
9,820
shares
|
$1.5 Million
0.29% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,784
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,690
shares
|
$1.48 Million
0.22% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
9,492
shares
|
$1.45 Million
0.82% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
9,293
shares
|
$1.42 Million
0.02% of portfolio
|
Q4 2024
Added 181.18%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
8,992
shares
|
$1.38 Million
0.1% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,945
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
8,943
shares
|
$1.37 Million
0.06% of portfolio
|
Q4 2024
Added 72.08%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
8,890
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
8,799
shares
|
$1.35 Million
0.39% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
8,574
shares
|
$1.31 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
8,573
shares
|
$1.31 Million
0.13% of portfolio
|
Q4 2024
Added 21.57%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,445
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2023
New holding
|